Simon Gibson Chief Investment Officer

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Brenda Welch
6 years ago
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1 Simon Gibson Chief Investment Officer Simon has spent the last 30 years in the financial services industry. In 1998, he set up Thoroughbred Financial Services, advising mainly private clients on wealth management. In 2004, the business merged with Atkinson Bolton Consulting, still focusing on wealthy clients and integrating their financial planning and asset management needs. Simon is a regular international and national speaker, both within the industry and for Mattioli Woods. Chief Investment Officer and currently an investment manager for the Group, Simon sits on the Asset Allocation Committee and is part of the senior executive team for the Group. Post: Cheveley House, Fordham Road, Newmarket, Suffolk, CB8 7XN Tel: Fax: simon.gibson@mattioliwoods.com LinkedIn:

Ben Wattam Investment Director Ben graduated in Economics with Geography from Loughborough University and has worked in investment management since joining Mattioli Woods in 2004.

2 Ben Wattam Investment Director Ben graduated in Economics with Geography from Loughborough University and has worked in investment management since joining Mattioli Woods in He sits on the Asset Allocation Committee and has research responsibilities within the Investment Research Team, which he leads with Ian Goodchild. He co-manages the Mattioli Woods Multi-asset Funds with Ian Goodchild and Mark Moore and manages the Mattioli Woods Structured Products Fund with Mark Fuller. He regularly presents at client seminars on a wide range of investment and economic topics. Ben is a Chartered Alternative Investment Analyst (CAIA) and is a Chartered Member of the Securities Institute for Securities & Investment (CISI). Post: MW House, 1 Penman Way, Grove Park, Enderby, Leicester, LE19 1SY Tel: Fax: ben.wattam@mattioliwoods.com LinkedIn:

3 Ian Goodchild Investment Director Ian s aspirations to work in finance started at a young age. While his younger brother was pushing toy cars around, he had parked his car outside the bank and was working. Having always been interested in wealth and financial provision, he studied Financial Services at university. In his seventeen years experience, Ian worked in accountancy and as a financial adviser before becoming an investment manager with Atkinson Bolton Consulting in May 2006, and setting up the Discretionary Portfolio Management Service in January He sits on the Asset Allocation Committee and has research responsibilities within the Investment Research Team, which he leads with Ben Wattam. Ian co-manages the range of Mattioli Woods Multi-Asset Funds with Ben Wattam and Mark Moore. Ian also sits on the Asset Management Executive Committee and the Operations Executive Committee focusing on strategy, oversight and operations for both the Asset Management Division and for the whole Group. Post: Cheveley House, Fordham Road, Newmarket, Suffolk, CB8 7XN Tel: Fax: ian.goodchild@mattioliwoods.com Linked-In:

Alex Nix BSc (Hons) MRICS Assistant Fund Manager Alex is responsible for the asset management of Custodian REIT s property portfolio and is a member of the fund manager s Investment Committee.

He qualified as a Chartered Surveyor in 2006. About Custodian REIT Custodian REIT plc was launched as a main-market-listed, property investment company on the London Stock Exchange on 26 March 2014.

4 Alex Nix BSc (Hons) MRICS Assistant Fund Manager Alex is responsible for the asset management of Custodian REIT s property portfolio and is a member of the fund manager s Investment Committee. Alex joined Custodian Capital in 2012 from Lambert Smith Hampton, where he spent eight years following his graduation from Nottingham Trent University with a degree in Real Estate Management. He qualified as a Chartered Surveyor in About Custodian REIT Custodian REIT plc was launched as a main-market-listed, property investment company on the London Stock Exchange on 26 March The company was established with a seed portfolio of 95m and successful IPO, raising further 55m. Subsequent placings and considerable investment into UK regional real estate has seen the company grow to its current market capitalisation. The 95m seed portfolio was sourced from an existing portfolio of 48 properties, held by clients of Mattioli Woods and managed by Custodian Capital for the previous 12 years. Custodian Capital Limited is a subsidiary of Mattioli Woods plc. Custodian Capital is a property investment and management business, authorised and regulated by the Financial Conduct Authority (FCA). Their core business is acting as fund manager to Custodian REIT plc. Post: MW House, 1 Penman Way, Grove Park, Enderby, Leicester, LE19 1SY Telephone: Fax: alex.nix@custodiancapital.com LinkedIn: Web:

5 Alex Brown Consultant Alex has worked at Mattioli Woods for over 18 years, having joined in 1997 after graduating from the University of Leicester. Alex now looks after in excess of 150 clients throughout the UK. A good proportion of Alex s clients are owner-managers with commercial property let to their businesses within their pension schemes, and this is an area in which Alex has considerable experience and knowledge as well as also providing ongoing and bespoke investment advice for clients with more conventional pension schemes. Alex is married with three children, and is a keen golfer, biker, and a regular visitor of the Isle of Man Tourist Trophy every year. Post: MW House, 1 Penman Way, Grove Park, Enderby, Leicester, LE19 1SY Tel: Fax: alex.brown@mattioliwoods.com LinkedIn:

David Thurlow Director After ten years at Norwich Union (now Aviva) in various managerial and technical roles, David moved into benefits consultancy with a leading firm of East Anglian advisers.

6 David Thurlow Director After ten years at Norwich Union (now Aviva) in various managerial and technical roles, David moved into benefits consultancy with a leading firm of East Anglian advisers. In 2001, he co-founded Atkinson Bolton Consulting, which became part of the Mattioli Woods Group in David is a Chartered Financial Planner, a Fellow of the Personal Finance Society, a qualified Investment Manager, and a member of the Group Investment Committee. He specialises in high-level holistic wealth management advice, with a focus on maximising the tax efficiency of investments through effective planning. His skills are particularly in demand with high earners and those with significant investable assets who appreciate the depth and breadth of his technical expertise. Post: MW House, 1 Penman Way, Enderby, Leicester, LE19 1SY Tel: Fax: david.thurlow@mattioliwoods.com LinkedIn:

WEALTH MANAGEMENT & EMPLOYEE BENEFITS. Mattioli Woods Structured Products Fund

WEALTH MANAGEMENT & EMPLOYEE BENEFITS Mattioli Woods Structured Products Fund SINCE 2005, THE STRUCTURED PRODUCTS WE HAVE DISTRIBUTED HAVE PROVIDED RETURNS WELL ABOVE THE EQUIVALENT BANK DEPOSIT RATE.